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SuccessFactors Learning Programs Administrator's Guide 1405 Release

SuccessFactors Learning Programs Administrator's … Learning Programs Administrator's Guide Description © 2014 SAP AG or an SAP affiliate company. All rights reserved. 7. 4 Settings

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SuccessFactors Learning Programs Administrator's Guide1405 Release

Table of Contents1 Programs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31.1 Adding a New Program. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

2 Hints for Success. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

3 Description. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

4 Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

5 Agenda. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

6 Assignment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

7 Publishing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

8 Program Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

9 Progress Restriction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

2 © 2014 SAP AG or an SAP affiliate company. All rights reserved.SuccessFactors Learning Programs Administrator's Guide

Table of Contents

1 ProgramsAn overview of Programs is available in this section.

Programs provide Administrators with a simple method of delivering and structuring learning. Programs are comprised of various types of learning activities, including

● Online items● Virtual sessions● ILT items● Links to images, documents, webpages on the intranet and internet

Programs have 5 tiles available to Adminstrators:

● Description● Settings● Agenda● Assignment● Publishing

Related Information

Adding a New Program [page 3]View this section if you want to add a new program.

Program Groups [page 12]View this section if you want to learn more about Program Groups.

Description [page 7]View this section if you want to learn more about the Description tile.

Settings [page 8]View this section if you want to learn more about the Settings tile.

Agenda [page 9]View this section if you want to learn more about the Agenda tile.

Assignment [page 10]View this section if you want to learn more about the Assignment tile.

Publishing [page 11]View this section if you want to learn more about the Publishing tile.

1.1 Adding a New Program

View this section if you want to add a new program.

Follow these steps for adding a new program:

SuccessFactors Learning Programs Administrator's GuidePrograms © 2014 SAP AG or an SAP affiliate company. All rights reserved. 3

1. Go to the Program search page ( Admin Learning Programs ) and click on Add New to open the Add New Program page.

2. Enter the Program ID for the new program.This required field is the unique identifier of a program. We recommend that you create a descriptive naming strategy so that users can identify the program more easily.

3. In the Title field, enter a program title.Since the text that you enter in the Title field appears in the user interface, we recommend that you enter a title that helps users identify the Program.

4. In the Description field, enter a program description.Since the text that you enter in the Description field appears in the user interface, we recommend that you enter a description that helps users understand what the Program is about.

5. Enter the Domain of the new program.A domain is a security attribute of some SuccessFactors Learning Administration record (but not all records have domains). A security role determines which domains you can access. If the security role is restricted, you cannot view or edit a record in a given domain. This is a required field. You can open up the Search

Domains tile by clicking the Search button .6. Select the new program Type: Scheduled, Duration-based, or Open-ended.

This is a required field. Programs deliver learning over time, and the "type" defines the "over time."

○ A Scheduled program type has fixed start and end dates.○ A Duration-based program type has a fixed duration but users can start at different times.○ An Open-ended program type is self-paced with no time limitations.

7. The Status Active check box is checked by default.If the Status Active check box is not checked, the program will not be accessible from the catalog or assignable to users.

8. Enter a program group in the Program Group field if you want to associate the new program with a program group.

Alternatively, click the Search button to the right of the Program Group field to search and select a program group. Program Groups are used for grouping programs containing the same content but are scheduled at different times.

9. To enable Progress Restriction for Scheduled programs, you can check the By completion check box, the By schedule check box, or check both if necessary.There are two Progress Restriction options for Scheduled programs:

○ By completion check box - users must complete sections before starting the next section○ By schedule check box - users must wait until the scheduled time before starting next section.

10. To enable Progress Restriction for Duration-based and Open-ended programs, check the By completion check box.Users must complete previous sections before starting the next section.

11. Once you have finished entering the required (and optional ) information on the Add New Program page, click Create Program.An error prompt is displayed if information was not entered into the Program ID and Program Type fields.

4 © 2014 SAP AG or an SAP affiliate company. All rights reserved.SuccessFactors Learning Programs Administrator's Guide

Programs

Related Information

Program Groups [page 12]View this section if you want to learn more about Program Groups.

Settings [page 8]View this section if you want to learn more about the Settings tile.

Progress Restriction [page 13]View this section if you want to learn more about Progress Restriction.

SuccessFactors Learning Programs Administrator's GuidePrograms © 2014 SAP AG or an SAP affiliate company. All rights reserved. 5

2 Hints for SuccessView this section to learn the capabilities of Programs.

Understanding the capabilities of Programs is key for you to provide successful Programs configuration for users. As an Administrator, you are empowered with the following capabilities:

● Adding a Program● Provide a program description in the Description tile● Create and organize agenda sections and content in the Agenda tile● View Assignment Profile IDs associated with a program in the Assignment tile● Associate Catalogs and Subject Area IDs with programs in the Publishing tile● Configure program settings to your needs in the Settings tile● Understanding Program Groups● Understanding Progress Restriction

Related Information

Programs [page 3]An overview of Programs is available in this section.

Adding a New Program [page 3]View this section if you want to add a new program.

Description [page 7]View this section if you want to learn more about the Description tile.

Agenda [page 9]View this section if you want to learn more about the Agenda tile.

Assignment [page 10]View this section if you want to learn more about the Assignment tile.

Publishing [page 11]View this section if you want to learn more about the Publishing tile.

Settings [page 8]View this section if you want to learn more about the Settings tile.

Program Groups [page 12]View this section if you want to learn more about Program Groups.

Progress Restriction [page 13]View this section if you want to learn more about Progress Restriction.

6 © 2014 SAP AG or an SAP affiliate company. All rights reserved.SuccessFactors Learning Programs Administrator's Guide

Hints for Success

3 DescriptionView this section if you want to learn more about the Description tile.

The Description tile enables you to provide information about a program.

You can enter a program description by clicking the Edit button .

You can access the Program Description Translation popup by clicking the Translation button .

Related Information

Programs [page 3]An overview of Programs is available in this section.

SuccessFactors Learning Programs Administrator's GuideDescription © 2014 SAP AG or an SAP affiliate company. All rights reserved. 7

4 SettingsView this section if you want to learn more about the Settings tile.

In the Settings tile, you can determine the type of program. Programs deliver learning over time, and the "type" defines the "over time." There are three types to choose from:

● Scheduled - A scheduled program has fixed start and end dates. Scheduled programs require that if instructor-led or blended activities are selected, you must add Scheduled Offerings to the program.

● Duration-based - A duration-based program has a fixed time limit. The start/end dates and times are determined by when the program is assigned to the user.

● Open-ended - An open-ended program is self-paced with no time limitations.

The Status Active check box is checked by default. If the check box is not checked, the program will not be added to the program catalog or accessible to users.

You are required to enter a domain in the Settings tile. A domain is a security attribute of some SuccessFactors Learning Administration record (but not all records have domains). A security role determines which domains you can access. If the security role is restricted, you cannot view or edit a record in a given domain. You can search for a domain on the Settings tile.

In the Settings tile, you have the option to provide a program group if the program is affiliated with one. You can search for an existing program group in the Settings tile.

Progress Restriction is determined by the program type: Scheduled, Duration-based, or Open-ended.

Scheduled programs have two kinds of progress restriction:

● Progress Restriction by completion - users must complete previous sections before starting the next section.

● Progress Restriction by schedule - users must wait until the scheduled time before starting next section.

Duration-based and Open-ended programs both have only one progress restriction - Progress Restriction by completion.

Related Information

Programs [page 3]An overview of Programs is available in this section.

Adding a New Program [page 3]View this section if you want to add a new program.

8 © 2014 SAP AG or an SAP affiliate company. All rights reserved.SuccessFactors Learning Programs Administrator's Guide

Settings

5 AgendaView this section if you want to learn more about the Agenda tile.

The Agenda tile contains a set amount of learning activities over time (duration) or in some cases, without a time limit. An agenda allows you to organize the following:

● Sections● Activities

Sections are organizational containers that enable you to group activities inside the program agenda. An agenda can have up to 30 sections.

Activities are learning actions. An agenda can have up to 30 activities per section. If you have created 30 sections, you can have as many as 900 total activities. There are three kinds of activities that can be added to a section:

● Items● Links● Text

Items are containers for a unit of learning that you can assign to a user and track its completion.. Once you have added an item to your section, you can click on the magnifying glass icon to choose a scheduled item from the View Item Results page.

Links are internet/intranet-based activities. Once you have added a link to a section, you can enter the following:

● Title of the link (optional)● URL of the link (required)● Description of the link (optional)

An error prompt is displayed if the URL of the link is not entered.

Text can be used to describe custom activities. You have the option to enter a title and description for your custom activity when adding it to a section.

Related Information

Programs [page 3]An overview of Programs is available in this section.

SuccessFactors Learning Programs Administrator's GuideAgenda © 2014 SAP AG or an SAP affiliate company. All rights reserved. 9

6 AssignmentView this section if you want to learn more about the Assignment tile.

The Assignment tile allows you to view assignment profiles and subject areas associated with a program and the assignment profile status. You can make the program a part of an assignment profile by going to AdminUsers Assignment Profiles and adding the programs to the assignment profiles of your choice.

The assignment profile status designations are Add Pending, Valid, and Delete Pending.

Related Information

Programs [page 3]An overview of Programs is available in this section.

10 © 2014 SAP AG or an SAP affiliate company. All rights reserved.SuccessFactors Learning Programs Administrator's Guide

Assignment

7 PublishingView this section if you want to learn more about the Publishing tile.

The Publishing tile allows you can manage the association of programs to catalogs and subject areas. These associations can be added or removed.

Related Information

Programs [page 3]An overview of Programs is available in this section.

SuccessFactors Learning Programs Administrator's GuidePublishing © 2014 SAP AG or an SAP affiliate company. All rights reserved. 11

8 Program GroupsView this section if you want to learn more about Program Groups.

Program Groups can be used for grouping programs that contain the same content but are scheduled at different times. Program Groups is also useful for Admin reporting. In the Programs Settings tile, you have the option to affiliate your program with a program group. You can search for an existing program group in the Settings tile.

Related Information

Programs [page 3]An overview of Programs is available in this section.

Adding a New Program [page 3]View this section if you want to add a new program.

12 © 2014 SAP AG or an SAP affiliate company. All rights reserved.SuccessFactors Learning Programs Administrator's Guide

Program Groups

9 Progress RestrictionView this section if you want to learn more about Progress Restriction.

Progress restriction controls how a user works through the sections of an agenda.

Scheduled programs have two kinds of progress restriction:

● Progress Restriction by completion - users must complete previous sections before starting the next section.

● Progress Restriction by schedule - users must wait until the scheduled time before starting next section.

Duration-based and Open-ended programs both have only one progress restriction - Progress Restriction by completion. Users must complete previous sections before starting the next section.

Related Information

Programs [page 3]An overview of Programs is available in this section.

Adding a New Program [page 3]View this section if you want to add a new program.

Settings [page 8]View this section if you want to learn more about the Settings tile.

SuccessFactors Learning Programs Administrator's GuideProgress Restriction © 2014 SAP AG or an SAP affiliate company. All rights reserved. 13

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